Ironwood Financial’s Southern Company SO Stock Holding History

Ironwood Financial’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-238	Closed	-$15K	–	400
2019 Q4	$15K	Buy	238 +1	+0.4%	+$62	0.01%	233
2019 Q3	$15K	Hold	237	–	–	0.01%	234
2019 Q2	$13K	Sell	237 -1	-0.4%	-$54	0.01%	245
2019 Q1	$12K	Hold	238	–	–	0.01%	242
2018 Q4	$10K	Sell	238 -12	-5%	-$546	0.01%	241
2018 Q3	$11K	Buy	250 +238	+1,983%	+$11K	0.01%	246
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	273
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	248
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	250
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	256
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	255
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	256
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	260
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	263
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	269
2016 Q1	$1K	Buy	+12	New	+$585	﹤0.01%	274
2015 Q3	$1K	Buy	+12	New	+$526	﹤0.01%	356

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return